Waterloo Capital, L.P. Schwab Strategic U.S. Mid Cap Transaction History

Waterloo Capital, L.P.

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 13, 2024	SELL	$63.01 - $75.95 $167,039 - $201,343	-2,651 Reduced 49.48%	2,707 $204 Million
Q3 2023 Nov 14, 2023	SELL	$66.75 - $73.98 $53,800 - $59,627	-806 Reduced 13.08%	5,358 $363 Million
Q2 2023 Aug 11, 2023	SELL	$65.29 - $71.03 $213,367 - $232,126	-3,268 Reduced 34.65%	6,164 $438 Million
Q1 2023 May 15, 2023	BUY	$64.24 - $73.9 $605,911 - $697,024	9,432 New	9,432 $640 Million

950

108M

8.1K

3.6K

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